Virtus Stone Harbor Emerging Markets Income Fund
EDF- Exchange
- NYSE
- SEC CIK
- 0001501103
In the last 90 days, Virtus Stone Harbor Emerging Markets Income Fund insiders filed 1 open-market purchase and 0 sales; 46 institutions reported holding it in 13F filings for Q2 2026, worth $21.2M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 50
- +5 vs. Q4 2025
- Shares held
- 3.70M
- +203.6K (+5.8%) vs. Q4 2025
- Total value
- $17.7M
- +$301.7K (+1.7%) vs. Q4 2025
- New holders
- 14
- 20 more added
- Sold out
- 9
- 11 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EDF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $21.2M |
| Q1 2026 | 50 | $17.7M |
| Q4 2025 | 45 | $17.4M |
| Q3 2025 | 40 | $14.3M |
| Q2 2025 | 33 | $13.1M |
| Q1 2025 | 31 | $16.0M |
| Q4 2024 | 35 | $13.3M |
| Q3 2024 | 32 | $14.0M |
| Q2 2024 | 31 | $13.6M |
| Q1 2024 | 34 | $13.6M |
| Q4 2023 | 41 | $12.4M |
| Q3 2023 | 26 | $9.04M |
| Q2 2023 | 26 | $9.32M |
| Q1 2023 | 28 | $9.61M |
| Q4 2022 | 28 | $8.89M |
| Q3 2022 | 29 | $7.59M |
| Q2 2022 | 27 | $8.96M |
| Q1 2022 | 28 | $12.9M |
| Q4 2021 | 32 | $13.0M |
| Q3 2021 | 28 | $8.41M |
| Q2 2021 | 26 | $8.83M |
| Q1 2021 | 31 | $8.04M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,006,202 | $4.81M | 0.00% | +84,799+9.2% | Added |
| Absolute Investment Advisers LLC | 246,827 | $1.18M | 0.14% | −108,131−30.5% | Reduced |
| LPL Financial LLC | 237,139 | $1.13M | 0.00% | −309−0.1% | Reduced |
| Wedbush Securities Inc | 204,483 | $977.0K | 0.03% | −25,959−11.3% | Reduced |
| Envestnet Asset Management Inc | 198,913 | $950.8K | 0.00% | +198,913 | New |
| Baird Financial Group, Inc. | 198,261 | $947.7K | 0.00% | +11,250+6.0% | Added |
| Raymond James Financial Inc | 194,478 | $929.6K | 0.00% | +60,398+45.0% | Added |
| Guggenheim Capital LLC | 164,764 | $787.6K | 0.01% | +164,764 | New |
| Kestra Advisory Services, LLC | 137,908 | $659.2K | 0.00% | +24,453+21.6% | Added |
| Eclectic Associates Inc | 123,478 | $590.2K | 0.08% | +47,255+62.0% | Added |
| Journey Strategic Wealth LLC | 101,000 | $482.8K | 0.01% | +14,000+16.1% | Added |
| Quarry LP | 98,811 | $472.3K | 0.10% | +31,203+46.2% | Added |
| GWM Advisors LLC | 96,905 | $463.2K | 0.00% | −30,691−24.1% | Reduced |
| Dynamic Advisor Solutions LLC | 95,408 | $456.1K | 0.01% | +2,215+2.4% | Added |
| Moors & Cabot, Inc. | 94,576 | $452.1K | 0.02% | −3,424−3.5% | Reduced |
| Private Advisor Group, LLC | 39,685 | $189.7K | 0.00% | +39,685 | New |
| Arlington Capital Management, Inc. | 32,686 | $156.2K | 0.09% | +2,714+9.1% | Added |
| Wells Fargo & Company | 31,814 | $152.1K | 0.00% | +22,701+249.1% | Added |
| Kestra Private Wealth Services, LLC | 28,284 | $135.2K | 0.00% | +702+2.5% | Added |
| CoreCap Advisors, LLC | 24,939 | $119.2K | 0.00% | +10,000+66.9% | Added |
| Invesco Ltd. | 23,540 | $112.5K | 0.00% | +23,540 | New |
| Creative Financial Designs Inc | 21,781 | $104.1K | 0.01% | +131+0.6% | Added |
| Melfa Wealth Management, LLC | 21,557 | $103.0K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $95.6K | 0.00% | −20,000−50.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,305 | $82.7K | 0.00% | +17,305 | New |
| Stifel Financial Corp | 17,123 | $81.8K | 0.00% | +203+1.2% | Added |
| UBS Group AG | 16,213 | $77.5K | 0.00% | −778−4.6% | Reduced |
| Kovack Advisors, Inc. | 16,113 | $77.1K | 0.00% | +559+3.6% | Added |
| Madison Wealth Partners, Inc | 16,000 | $76.5K | 0.01% | +16,000 | New |
| M3 Advisory Group, LLC | 15,842 | $75.7K | 0.05% | +742+4.9% | Added |
| Tactive Advisors, LLC | 15,354 | $73.4K | 0.02% | +15,354 | New |
| Sequoia Financial Advisors, LLC | 15,093 | $72.1K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 14,900 | $71.2K | 0.00% | −3,000−16.8% | Reduced |
| HighTower Advisors, LLC | 13,652 | $65.3K | 0.00% | +13,652 | New |
| Cetera Investment Advisers | 13,333 | $63.7K | 0.00% | +165+1.3% | Added |
| Great Valley Advisor Group, Inc. | 12,900 | $61.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,593 | $55.4K | 0.00% | +11,593 | New |
| Ameritas Advisory Services, LLC | 10,843 | $51.8K | 0.00% | +10,843 | New |
| Next Capital Management LLC | 10,000 | $47.8K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,703 | $37.0K | 0.00% | −115−1.5% | Reduced |
| Wolverine Asset Management LLC | 7,362 | $35.2K | 0.00% | −11,565−61.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 6,614 | $31.6K | 0.01% | +4,562+222.3% | Added |
| Ameriflex Group, Inc. | 5,500 | $26.3K | 0.01% | +5,500 | New |
| Advisory Services Network, LLC | 4,412 | $21.1K | 0.00% | +4,412 | New |
| Allworth Financial LP | 3,662 | $17.5K | 0.00% | +1,000+37.6% | Added |
| Highline Wealth Partners LLC | 2,150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,965 | $9.39K | 0.00% | −23,506−92.3% | Reduced |
| Jones Financial Companies LLLP | 1,000 | $4.84K | 0.00% | +1,000 | New |
| Rockefeller Capital Management L.P. | 831 | $3.98K | 0.00% | +831 | New |
| IFP Advisors, Inc | 163 | $779 | 0.00% | +8+5.2% | Added |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −364,258−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,657−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,284−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −12,446−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −525−100.0% | Sold out |